ADVISOR BIO

Leon Francis Smith is a financial advisor with Avantax Advisory Services. Leon has been in the financial industry since January 1995. Leon is a registered representative in California and Washington and is also a registered investment advisor in California. Leon works with individuals, families, and small businesses to provide financial planning, investment management, and retirement planning services. Leon is also a Certified Public Accountant (CPA).

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ADVISOR BIO

Leon McGroarty is an investment advisor representative with McManus Cooper, a firm located in Irvine, CA. Leon is a licensed investment advisor in California and Arizona. Leon has over 30 years of experience in the financial services industry and is committed to providing personalized financial planning and investment management services to individuals and businesses. Leon specializes in retirement planning, college savings, and estate planning. Leon also provides a variety of other financial services, including insurance, tax planning, and business consulting. Leon is a member of the Financial Planning Association and the National Association of Personal Financial Advisors.

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ADVISOR BIO

Leon Augustine is an investment advisor representative for Cambridge Investment Research Advisors, Inc., located in Oakland, California. Leon has been in the securities industry since 2007, and is registered with the state of California as an investment advisor representative. Leon Augustine has a Series 66 license, a Series 7 license and a SIE exam. Leon Augustine is also a Certified Financial Planner. Leon Augustine is a licensed insurance agent and specializes in retirement planning, college savings, and investment management. Cambridge Investment Research Advisors, Inc. has an approximate total of $87.4 billion in assets under management, including $79.9 billion in discretionary assets.

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ADVISOR BIO

Leon Roat is a financial advisor with Ameriprise Financial Services, LLC. Leon has been in the financial services industry since February 12, 1992. Leon holds the Series 63, Series 7 and SIE licenses. Leon is registered to offer securities in 26 states. Leon provides financial planning, pension consulting, and portfolio management for businesses and individuals.

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ADVISOR BIO

Leon Clayton is a financial advisor with over 20 years of experience in the industry. Leon is currently registered with Osaic Wealth, Inc. and specializes in various aspects of financial planning, including investment management, pension consulting, and educational seminars. Leon has a strong track record of providing personalized financial advice to individuals and families. Leon holds the Series 7, Series 24, and Series 63 licenses, as well as the SIE exam. Leon has experience working with clients from various backgrounds and has a deep understanding of their needs and goals.

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ADVISOR BIO

Leon C. Mazza is an investment advisor representative and registered representative with Fidelity Personal And Workplace Advisors. Leon Mazza is licensed to provide investment advisory services in California and Texas. Leon C. Mazza has been in the financial services industry since 2011. Fidelity Personal And Workplace Advisors is a large, independent financial advisory firm based in Boston, Massachusetts. The firm has been in business since 1946.

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ADVISOR BIO

Leona Farial Khan is a financial advisor with over 13 years of experience in the industry. Leona is registered with Wells Fargo Clearing Services, LLC, and has been with the firm since January 2011. Prior to that, Leona worked at WELLS FARGO INVESTMENTS, LLC and FINANCIAL NETWORK INVESTMENT CORPORATION. Leona holds Series 66, 10, 9, 99TO, SIE, and 7 licenses. Leona specializes in working with individuals, corporations, high-net-worth individuals, insurance companies, charitable organizations, and pension and profit-sharing plans. Leona is a registered investment advisor in California, Massachusetts, and Utah. Leona has a rental property in Pomona, California.

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ADVISOR BIO

Leonard Raymond Dean is a financial advisor with Dean Bennett Advisory Services Inc. Leonard has over 30 years of experience in the financial services industry. Leonard holds several licenses, including Series 7, 6, 63, 65, 24, and 51. Leonard is also a Certified Financial Planner. Leonard's firm, Dean Bennett Advisory Services Inc., has been in business since 2009. The firm provides financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans.

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ADVISOR BIO

Leonard L. Whitehorn is a financial advisor with J.P. Morgan Securities LLC. Leonard has over 25 years of experience in the financial services industry. Leonard is registered with FINRA and is a Registered Investment Advisor. Leonard has a Series 7, Series 63, Series 65 and Series 66 license. Leonard's previous firms include Wells Fargo Clearing Services LLC, Securian Financial Services, Inc., BancWest Investment Services, Inc., Northern Trust Securities, Inc., Morgan Stanley DW Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Great Western Financial Securities Corporation, and Chatfield Dean & Co., Inc. Leonard's areas of expertise include financial planning, portfolio management for individuals and businesses, and selection of other advisors. Leonard specializes in working with high-net-worth individuals, insurance companies, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.

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ADVISOR BIO

Leonard Bakker is an Investment Advisor Representative associated with Lifetime Financial, Inc., a firm headquartered in Walnut Creek, CA. Leonard has been in the financial industry since 2010. Leonard is currently registered with the state of California to provide investment advisory services. Leonard has earned the Series 65 license, also known as the Uniform Investment Adviser Law Examination. Leonard has experience with insurance companies, corporations or other businesses, high net worth individuals, and individuals other than high net worth.

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